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About Us

As the U.S. retail distribution arm of Affiliated Managers Group, Inc., the world's leading provider of boutique investment management expertise to institutional and individual investors, AMG Funds is your single point of access to more than 100 mutual funds and separately managed accounts from over 30 independent autonomous fund managers.

Approach & Philosophy

Philosophy and Approach

Our Philosophy

Amundi Pioneer's history is grounded in research and analytics. Research and rigorous risk management are the basis for all investment decisions.

Our Approach

Amundi Pioneer’s investment approach is based on the following key tenets:

Investment philosophy based on risk allocation rather than asset allocation, as portfolio construction focused on risk allocation, as opposed to asset allocation. This approach has not only helped to successfully mitigate the downside risk in stressful market environments, it also helped maintain attractive risk-adjusted returns versus competitors.

The incremental return available from security selection, based on careful relative-value analysis and quantitative research, is significantly greater and more consistent than the incremental return from predicting the direction of interest rates.

Stable investment team with two senior PMs that have worked together at Amundi Pioneer in the Agency MBS sector for the past 19 years.

Timothy J. Cunneen, CFA

Insights

Insights

Shielding Retirement Assets From Taxes

Laying a Bigger Nest Egg

The current investment environment makes retirement nest eggs less effective than many retirees had hoped. Understanding potential retirement income shortfalls is a critical first step. The hard part–developing a plan to avoid that shortfall–comes next.

Investors should carefully consider the Fund’s investment objectives, risks, charges and expenses before investing. For this and other information, please call 800.835.3879 or visit www.amgfunds.com for a free prospectus. Read it carefully before investing or sending money.

The sector allocation chart represents sectors at least 5%.

Portfolio holdings and characteristics are subject to change at any time.

Top Ten Holdings: Mention of a specific security should not be considered a recommendation to buy or solicitation to sell that security.

Future Holdings Risk: Any sectors, industries or securities discussed should not be perceived as investment recommendations. The views expressed represent the opinions of AMG Funds LLC and are not intended as a forecast or guarantee of future results. Any securities discussed may no longer be held in an account’s portfolio. Both current and future portfolio holdings are subject to risk. It should not be assumed that any of the securities transactions discussed were or will prove to be profitable, or that the investment recommendations we make in the future will be profitable.

Data Sources: BoNY, FactSet, Bloomberg and ICE Data Analytics.

For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges, loads and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.) The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating metrics.

Morningstar Rating is for the share class indicated only (see ticker); other share classes may have different performance characteristics. The Ranking may reflect the waiver of all or a portion of the fund's fees. Without such waiver, the Rankings may have been lower. Past performance is no guarantee of future results.

AMG Funds are distributed by AMG Distributors, Inc., a member of FINRA/SIPC.

* Effective as of January 1, 2018, Amundi Smith Breeden LLC, the subadviser to the Funds, merged with and into Amundi Pioneer Institutional Asset Management, Inc. (“APIAM”), with APIAM becoming the subadviser to the Funds. The Portfolio Managers and investment strategies of the Funds have not changed as a result of this merger.

There is no guarantee that the investment strategies listed above will work under all market conditions, and each investor should evaluate his or her ability to invest for the long term, especially during periods of downturns in the market.

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